Home > Whitaker Bank > Fiduciary and Related Services
Whitaker Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,249,000 | 128 |
| Number of Managed Accounts | $1,166,000 | 175 |
| Number of Non-Managed Accounts | $1,083,000 | 65 |
| Total fiduciary and related assets | $717,789,000 | 296 |
| Managed Assets ($) | $567,703,000 | 289 |
| Non-managed Assets ($) | $150,086,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,520,000 | 316 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,211,000 | 123 |
| Number of Managed Accounts | $1,149,000 | 174 |
| Number of Non-Managed Accounts | $1,062,000 | 63 |
| Total fiduciary and related assets | $668,824,000 | 281 |
| Managed Assets ($) | $535,223,000 | 270 |
| Non-managed Assets ($) | $133,601,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,582,000 | 313 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,169,000 | 126 |
| Number of Managed Accounts | $1,147,000 | 172 |
| Number of Non-Managed Accounts | $1,022,000 | 64 |
| Total fiduciary and related assets | $670,869,000 | 291 |
| Managed Assets ($) | $544,949,000 | 284 |
| Non-managed Assets ($) | $125,920,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,672,000 | 311 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,139,000 | 134 |
| Number of Managed Accounts | $1,143,000 | 179 |
| Number of Non-Managed Accounts | $996,000 | 65 |
| Total fiduciary and related assets | $656,882,000 | 283 |
| Managed Assets ($) | $540,385,000 | 273 |
| Non-managed Assets ($) | $116,497,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $771,000 | 340 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,054,000 | 142 |
| Number of Managed Accounts | $1,096,000 | 195 |
| Number of Non-Managed Accounts | $958,000 | 67 |
| Total fiduciary and related assets | $645,510,000 | 302 |
| Managed Assets ($) | $538,059,000 | 289 |
| Non-managed Assets ($) | $107,451,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,444,000 | 323 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,065,000 | 138 |
| Number of Managed Accounts | $1,102,000 | 189 |
| Number of Non-Managed Accounts | $963,000 | 63 |
| Total fiduciary and related assets | $617,026,000 | 290 |
| Managed Assets ($) | $516,700,000 | 277 |
| Non-managed Assets ($) | $100,326,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,494,000 | 327 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,072,000 | 123 |
| Number of Managed Accounts | $1,105,000 | 174 |
| Number of Non-Managed Accounts | $967,000 | 54 |
| Total fiduciary and related assets | $649,520,000 | 263 |
| Managed Assets ($) | $544,147,000 | 250 |
| Non-managed Assets ($) | $105,373,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,641,000 | 296 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,095,000 | 123 |
| Number of Managed Accounts | $1,100,000 | 174 |
| Number of Non-Managed Accounts | $995,000 | 54 |
| Total fiduciary and related assets | $728,962,000 | 248 |
| Managed Assets ($) | $610,667,000 | 238 |
| Non-managed Assets ($) | $118,295,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $823,000 | 294 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,077,000 | 125 |
| Number of Managed Accounts | $1,084,000 | 179 |
| Number of Non-Managed Accounts | $993,000 | 55 |
| Total fiduciary and related assets | $737,406,000 | 263 |
| Managed Assets ($) | $615,856,000 | 253 |
| Non-managed Assets ($) | $121,550,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,651,000 | 276 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,059,000 | 124 |
| Number of Managed Accounts | $1,066,000 | 178 |
| Number of Non-Managed Accounts | $993,000 | 54 |
| Total fiduciary and related assets | $674,337,000 | 255 |
| Managed Assets ($) | $532,555,000 | 250 |
| Non-managed Assets ($) | $141,782,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,820,000 | 270 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,081,000 | 121 |
| Number of Managed Accounts | $1,049,000 | 183 |
| Number of Non-Managed Accounts | $1,032,000 | 54 |
| Total fiduciary and related assets | $674,112,000 | 267 |
| Managed Assets ($) | $532,362,000 | 262 |
| Non-managed Assets ($) | $141,750,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,844,000 | 271 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,042,000 | 127 |
| Number of Managed Accounts | $1,029,000 | 181 |
| Number of Non-Managed Accounts | $1,013,000 | 55 |
| Total fiduciary and related assets | $643,529,000 | 258 |
| Managed Assets ($) | $504,952,000 | 253 |
| Non-managed Assets ($) | $138,577,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 275 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,038,000 | 130 |
| Number of Managed Accounts | $1,037,000 | 183 |
| Number of Non-Managed Accounts | $1,001,000 | 59 |
| Total fiduciary and related assets | $624,955,000 | 267 |
| Managed Assets ($) | $491,937,000 | 268 |
| Non-managed Assets ($) | $133,018,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,276,000 | 268 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,083,000 | 123 |
| Number of Managed Accounts | $1,029,000 | 180 |
| Number of Non-Managed Accounts | $1,054,000 | 55 |
| Total fiduciary and related assets | $583,241,000 | 254 |
| Managed Assets ($) | $462,783,000 | 248 |
| Non-managed Assets ($) | $120,458,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 269 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,075,000 | 124 |
| Number of Managed Accounts | $1,025,000 | 187 |
| Number of Non-Managed Accounts | $1,050,000 | 55 |
| Total fiduciary and related assets | $561,886,000 | 270 |
| Managed Assets ($) | $444,714,000 | 265 |
| Non-managed Assets ($) | $117,172,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 277 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,091,000 | 122 |
| Number of Managed Accounts | $1,043,000 | 173 |
| Number of Non-Managed Accounts | $1,048,000 | 54 |
| Total fiduciary and related assets | $516,654,000 | 256 |
| Managed Assets ($) | $413,337,000 | 246 |
| Non-managed Assets ($) | $103,317,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 293 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,137,000 | 127 |
| Number of Managed Accounts | $1,047,000 | 180 |
| Number of Non-Managed Accounts | $1,090,000 | 58 |
| Total fiduciary and related assets | $605,138,000 | 266 |
| Managed Assets ($) | $480,072,000 | 257 |
| Non-managed Assets ($) | $125,066,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,328,000 | 264 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,119,000 | 124 |
| Number of Managed Accounts | $1,035,000 | 175 |
| Number of Non-Managed Accounts | $1,084,000 | 59 |
| Total fiduciary and related assets | $583,703,000 | 255 |
| Managed Assets ($) | $463,035,000 | 244 |
| Non-managed Assets ($) | $120,668,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,488,000 | 268 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,134,000 | 124 |
| Number of Managed Accounts | $1,036,000 | 179 |
| Number of Non-Managed Accounts | $1,098,000 | 59 |
| Total fiduciary and related assets | $583,413,000 | 263 |
| Managed Assets ($) | $463,641,000 | 252 |
| Non-managed Assets ($) | $119,772,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,581,000 | 273 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,099,000 | 126 |
| Number of Managed Accounts | $1,020,000 | 181 |
| Number of Non-Managed Accounts | $1,079,000 | 62 |
| Total fiduciary and related assets | $564,837,000 | 264 |
| Managed Assets ($) | $445,861,000 | 249 |
| Non-managed Assets ($) | $118,976,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $755,000 | 276 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,119,000 | 123 |
| Number of Managed Accounts | $1,028,000 | 177 |
| Number of Non-Managed Accounts | $1,091,000 | 63 |
| Total fiduciary and related assets | $526,567,000 | 268 |
| Managed Assets ($) | $417,452,000 | 254 |
| Non-managed Assets ($) | $109,115,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,161,000 | 274 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,165,000 | 116 |
| Number of Managed Accounts | $1,012,000 | 181 |
| Number of Non-Managed Accounts | $1,153,000 | 58 |
| Total fiduciary and related assets | $563,592,000 | 267 |
| Managed Assets ($) | $442,478,000 | 255 |
| Non-managed Assets ($) | $121,114,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 277 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,168,000 | 113 |
| Number of Managed Accounts | $1,022,000 | 178 |
| Number of Non-Managed Accounts | $1,146,000 | 58 |
| Total fiduciary and related assets | $546,474,000 | 270 |
| Managed Assets ($) | $429,555,000 | 259 |
| Non-managed Assets ($) | $116,919,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,509,000 | 282 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,148,000 | 117 |
| Number of Managed Accounts | $995,000 | 182 |
| Number of Non-Managed Accounts | $1,153,000 | 61 |
| Total fiduciary and related assets | $538,867,000 | 270 |
| Managed Assets ($) | $425,693,000 | 262 |
| Non-managed Assets ($) | $113,174,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $723,000 | 288 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,099,000 | 119 |
| Number of Managed Accounts | $979,000 | 183 |
| Number of Non-Managed Accounts | $1,120,000 | 66 |
| Total fiduciary and related assets | $546,182,000 | 268 |
| Managed Assets ($) | $431,329,000 | 263 |
| Non-managed Assets ($) | $114,853,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,587,000 | 299 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,118,000 | 118 |
| Number of Managed Accounts | $972,000 | 181 |
| Number of Non-Managed Accounts | $1,146,000 | 61 |
| Total fiduciary and related assets | $533,564,000 | 271 |
| Managed Assets ($) | $421,779,000 | 262 |
| Non-managed Assets ($) | $111,785,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,871,000 | 302 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,152,000 | 111 |
| Number of Managed Accounts | $970,000 | 179 |
| Number of Non-Managed Accounts | $1,182,000 | 59 |
| Total fiduciary and related assets | $522,988,000 | 268 |
| Managed Assets ($) | $414,186,000 | 261 |
| Non-managed Assets ($) | $108,802,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 299 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,137,000 | 111 |
| Number of Managed Accounts | $949,000 | 181 |
| Number of Non-Managed Accounts | $1,188,000 | 60 |
| Total fiduciary and related assets | $510,154,000 | 271 |
| Managed Assets ($) | $403,040,000 | 265 |
| Non-managed Assets ($) | $107,114,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 309 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,083,000 | 111 |
| Number of Managed Accounts | $927,000 | 184 |
| Number of Non-Managed Accounts | $1,156,000 | 62 |
| Total fiduciary and related assets | $491,335,000 | 267 |
| Managed Assets ($) | $389,641,000 | 265 |
| Non-managed Assets ($) | $101,694,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,310,000 | 307 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,078,000 | 109 |
| Number of Managed Accounts | $920,000 | 181 |
| Number of Non-Managed Accounts | $1,158,000 | 57 |
| Total fiduciary and related assets | $480,905,000 | 273 |
| Managed Assets ($) | $381,296,000 | 263 |
| Non-managed Assets ($) | $99,609,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,691,000 | 312 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,072,000 | 110 |
| Number of Managed Accounts | $917,000 | 181 |
| Number of Non-Managed Accounts | $1,155,000 | 58 |
| Total fiduciary and related assets | $475,085,000 | 280 |
| Managed Assets ($) | $371,696,000 | 269 |
| Non-managed Assets ($) | $103,389,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 316 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,057,000 | 112 |
| Number of Managed Accounts | $904,000 | 184 |
| Number of Non-Managed Accounts | $1,153,000 | 59 |
| Total fiduciary and related assets | $450,119,000 | 280 |
| Managed Assets ($) | $354,214,000 | 270 |
| Non-managed Assets ($) | $95,905,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 319 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,090,000 | 115 |
| Number of Managed Accounts | $895,000 | 188 |
| Number of Non-Managed Accounts | $1,195,000 | 61 |
| Total fiduciary and related assets | $450,205,000 | 278 |
| Managed Assets ($) | $348,654,000 | 275 |
| Non-managed Assets ($) | $101,551,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,285,000 | 312 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,177,000 | 106 |
| Number of Managed Accounts | $900,000 | 184 |
| Number of Non-Managed Accounts | $1,277,000 | 57 |
| Total fiduciary and related assets | $435,042,000 | 282 |
| Managed Assets ($) | $345,356,000 | 274 |
| Non-managed Assets ($) | $89,686,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 312 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,174,000 | 108 |
| Number of Managed Accounts | $889,000 | 189 |
| Number of Non-Managed Accounts | $1,285,000 | 56 |
| Total fiduciary and related assets | $454,106,000 | 283 |
| Managed Assets ($) | $357,337,000 | 277 |
| Non-managed Assets ($) | $96,769,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,189,000 | 310 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,178,000 | 106 |
| Number of Managed Accounts | $887,000 | 184 |
| Number of Non-Managed Accounts | $1,291,000 | 55 |
| Total fiduciary and related assets | $458,988,000 | 285 |
| Managed Assets ($) | $359,735,000 | 276 |
| Non-managed Assets ($) | $99,253,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $607,000 | 303 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,220,000 | 108 |
| Number of Managed Accounts | $904,000 | 180 |
| Number of Non-Managed Accounts | $1,316,000 | 57 |
| Total fiduciary and related assets | $463,736,000 | 283 |
| Managed Assets ($) | $359,637,000 | 279 |
| Non-managed Assets ($) | $104,099,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,361,000 | 306 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,299,000 | 103 |
| Number of Managed Accounts | $891,000 | 183 |
| Number of Non-Managed Accounts | $1,408,000 | 54 |
| Total fiduciary and related assets | $459,332,000 | 284 |
| Managed Assets ($) | $358,036,000 | 277 |
| Non-managed Assets ($) | $101,296,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,738,000 | 312 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,310,000 | 100 |
| Number of Managed Accounts | $889,000 | 182 |
| Number of Non-Managed Accounts | $1,421,000 | 53 |
| Total fiduciary and related assets | $462,479,000 | 280 |
| Managed Assets ($) | $360,122,000 | 274 |
| Non-managed Assets ($) | $102,357,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 313 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,304,000 | 102 |
| Number of Managed Accounts | $890,000 | 181 |
| Number of Non-Managed Accounts | $1,414,000 | 57 |
| Total fiduciary and related assets | $454,204,000 | 284 |
| Managed Assets ($) | $352,476,000 | 275 |
| Non-managed Assets ($) | $101,728,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 321 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,295,000 | 107 |
| Number of Managed Accounts | $873,000 | 184 |
| Number of Non-Managed Accounts | $1,422,000 | 59 |
| Total fiduciary and related assets | $448,682,000 | 284 |
| Managed Assets ($) | $345,781,000 | 277 |
| Non-managed Assets ($) | $102,901,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,263,000 | 304 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,253,000 | 103 |
| Number of Managed Accounts | $878,000 | 176 |
| Number of Non-Managed Accounts | $1,375,000 | 54 |
| Total fiduciary and related assets | $435,118,000 | 280 |
| Managed Assets ($) | $335,764,000 | 275 |
| Non-managed Assets ($) | $99,354,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 303 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,262,000 | 103 |
| Number of Managed Accounts | $880,000 | 174 |
| Number of Non-Managed Accounts | $1,382,000 | 55 |
| Total fiduciary and related assets | $432,881,000 | 274 |
| Managed Assets ($) | $333,556,000 | 267 |
| Non-managed Assets ($) | $99,325,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,129,000 | 304 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,287,000 | 101 |
| Number of Managed Accounts | $901,000 | 171 |
| Number of Non-Managed Accounts | $1,386,000 | 58 |
| Total fiduciary and related assets | $443,933,000 | 270 |
| Managed Assets ($) | $344,767,000 | 262 |
| Non-managed Assets ($) | $99,166,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 309 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,331,000 | 99 |
| Number of Managed Accounts | $908,000 | 171 |
| Number of Non-Managed Accounts | $1,423,000 | 61 |
| Total fiduciary and related assets | $426,027,000 | 275 |
| Managed Assets ($) | $332,019,000 | 261 |
| Non-managed Assets ($) | $94,008,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,194,000 | 296 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,265,000 | 97 |
| Number of Managed Accounts | $896,000 | 165 |
| Number of Non-Managed Accounts | $1,369,000 | 57 |
| Total fiduciary and related assets | $415,385,000 | 279 |
| Managed Assets ($) | $323,128,000 | 260 |
| Non-managed Assets ($) | $92,257,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,642,000 | 295 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,289,000 | 93 |
| Number of Managed Accounts | $903,000 | 162 |
| Number of Non-Managed Accounts | $1,386,000 | 57 |
| Total fiduciary and related assets | $413,821,000 | 273 |
| Managed Assets ($) | $324,531,000 | 254 |
| Non-managed Assets ($) | $89,290,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,093,000 | 297 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,304,000 | 93 |
| Number of Managed Accounts | $900,000 | 165 |
| Number of Non-Managed Accounts | $1,404,000 | 56 |
| Total fiduciary and related assets | $411,522,000 | 271 |
| Managed Assets ($) | $310,715,000 | 260 |
| Non-managed Assets ($) | $100,807,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $518,000 | 305 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,295,000 | 96 |
| Number of Managed Accounts | $888,000 | 166 |
| Number of Non-Managed Accounts | $1,407,000 | 60 |
| Total fiduciary and related assets | $396,721,000 | 276 |
| Managed Assets ($) | $300,722,000 | 262 |
| Non-managed Assets ($) | $95,999,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,159,000 | 254 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,537,000 | 263 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,046,000 | 257 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 262 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,307 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,261 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,231 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,246 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,000 | 1,352 |
| Number of Managed Accounts | $9,000 | 1,202 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $126,000 | 1,516 |
| Managed Assets ($) | $126,000 | 1,425 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,390 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $20,000 | 1,260 |
| Number of Managed Accounts | $20,000 | 1,084 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $638,000 | 1,455 |
| Managed Assets ($) | $638,000 | 1,370 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,325 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,278 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000 | 1,284 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000 | 1,213 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000 | 1,205 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000 | 1,109 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $20,000 | 1,314 |
| Number of Managed Accounts | $19,000 | 1,145 |
| Number of Non-Managed Accounts | $1,000 | 1,246 |
| Total fiduciary and related assets | $5,495,000 | 1,239 |
| Managed Assets ($) | $5,110,000 | 1,171 |
| Non-managed Assets ($) | $385,000 | 1,148 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000 | 1,100 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,000 | 1,076 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,000 | 1,085 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000 | 1,079 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $50,000 | 1,130 |
| Number of Managed Accounts | $49,000 | 942 |
| Number of Non-Managed Accounts | $1,000 | 1,274 |
| Total fiduciary and related assets | $21,029,000 | 994 |
| Managed Assets ($) | $20,734,000 | 893 |
| Non-managed Assets ($) | $295,000 | 1,204 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,000 | 1,088 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,000 | 1,070 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000 | 1,120 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000 | 1,075 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $48,000 | 1,149 |
| Number of Managed Accounts | $47,000 | 955 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $22,309,000 | 981 |
| Managed Assets ($) | $22,033,000 | 876 |
| Non-managed Assets ($) | $276,000 | 1,217 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000 | 1,135 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,000 | 1,107 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,000 | 1,116 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,376 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,427 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |